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Meet Caseware Verity for Excel: engagement-aware AI, built into the audit workpaper
Caseware Verity for Excel builds and populates engagement-aware workpapers, right inside your sheet. Your judgment does the rest.
Auditors deal in evidence, not promises. That's the standard Caseware Verity for Excel is built to meet.
Caseware Verity is the AI platform putting engagement-aware automation to work at accounting firms around the world. From day one, it has been designed to reduce manual preparation, preserve context and keep its process visible, leaving the professional in control of the conclusion.
With engagement context and firm methodology awareness, Caseware Verity helps teams produce consistent, defensible outputs at scale, engagement after engagement.
Now, as recently unveiled at CwX Germany, Caseware is taking the next step: introducing Caseware Verity for Excel, an AI agent purpose-built to accelerate testing and documentation directly inside your team’s workpapers.
Caseware Verity for Excel focuses on three practical outcomes: faster workpaper builds, clearer audit trails and cross-source reconciliation, all from a single prompt.
From blank tab to structured workpaper in minutes
Open a blank Excel worksheet and select the Caseware Verity button from the ribbon. The Excel agent is live within the sheet: no switching tabs, no exporting, no starting from scratch.
Next, you can prompt Caseware Verity for Excel to build a new workpaper. It reads your engagement’s audit program, identifies the required procedures based on your risk assessment and builds the workpaper structure and testing steps directly in the active tab.
The result: a blank tab becomes a structured, ready-to-work workpaper in a fraction of the time it used to take, tailored to the engagement. Live links to the engagement file ensure your team has the up-to-date information they need.
That's less time building the workpaper and more time on the work.
Populate workpapers with source visibility
Our Excel agent doesn't just build structure; it fills in the details. Pull trial balance data, materiality, samples, procedures and supporting documents into the worksheet without searching or copy-pasting. Because it understands the engagement context, it populates figures where they belong, ready for auditor review.
Your team is not typing figures in from a PDF or chasing numbers across tabs and applications. They’re verifying populated work, with a clear audit trail showing where each figure came from.
That means faster review cycles and less time spent tracing figures back to source material.
From one prompt to a reconciliation-ready workpaper
This matters most in complex testing. Caseware Verity for Excel can work across tabs from a single prompt, pulling line-item detail from source material and surfacing trends, variances or items that may need attention. The auditor can then review, refine or reject suggestions before they're applied, reconciling it all into one defensible workpaper.
What used to require manual cross-checking becomes a coordinated review. It cuts documentation time while keeping your team in control and the outputs audit-ready.
The outcome is a workpaper that’s faster to prepare, easier to review and defensible under scrutiny.
The platform behind the agent
Caseware Verity for Excel isn't a bolt-on tool. It's a natural extension of what Caseware Verity is already built to do: bring engagement-aware AI – grounded in firm methodology and the engagement's own data – into the platform where audit teams work.
As Caseware Verity evolves, our Excel agent shows what AI for audit and assurance can look like. Instead of abstract capability, Caseware Verity delivers concrete time savings on the repetitive tasks that eat into an auditor's day.
Faster workpaper builds. Clearer audit trails. Cross-source analysis. That’s the value of AI that grows with the profession.
Caseware Verity for Excel turns blank tabs into structured workpapers, extracts and reconciles data across your engagement sources, and does it all without leaving the sheet. And we’ll keep developing the agents that auditors need in Caseware Verity to meet you where you are in the work.
Ready to see it firsthand? Schedule a personalized walkthrough to explore how engagement-aware AI can support your firm's workflows.
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Frequently Asked Questions
What is Caseware Verity for Excel?
Caseware Verity for Excel is an AI agent built directly into your Excel workpapers that accelerates audit testing and documentation. It builds workpaper structures, populates data from engagement sources, and performs cross-source reconciliation, all from within the sheet.
How do I access Caseware Verity for Excel?
Open an Excel workpaper within your Caseware Cloud engagement and select the Caseware Verity button from the Excel ribbon to activate the agent directly inside the sheet.
What specific tasks can Caseware Verity for Excel perform?
It can build workpaper structures based on your audit program and risk assessment, pull in trial balance data, materiality, samples, and supporting documents, and surface trends, variances, or items that may need attention across multiple tabs from a single prompt.
Does the AI automatically update my workpapers?
No. Caseware Verity for Excel provides suggestions that your team can review, refine, or reject before any changes are applied, keeping the auditor in control of every conclusion.
How does Caseware Verity for Excel support a defensible audit trail?
The agent shows the source of each figure it populates, so your team can trace every number back to its origin without manually cross-checking tabs or chasing data across applications.
Is Caseware Verity for Excel a standalone product?
No. It is a natural extension of the Caseware Verity platform, which is designed to bring engagement-aware AI grounded in firm methodology and engagement data into the workflows where audit teams already work.
Does the agent require auditors to leave their workpaper to use it?
No. Caseware Verity for Excel operates entirely within the active Excel sheet, so there is no need to switch tabs, export files, or work outside the workpaper.
What makes Caseware Verity "engagement-aware"?
The agent reads your engagement's audit program, risk assessment, and engagement data to build and populate workpapers that are tailored to the specific engagement rather than relying on generic templates.
